Detail View


Actions

Available actions, subject to permissions, are:

Action Description
** Details **
“EDIT” Button Edit the record.
** Client Bank Accounts assigned to this SUN **
Name of the Client Bank Account Record View the Details of the Client Bank Account record.
** Bureau Profile **
“ASSIGN BUREAU” Button Visible when no Bureau has been assigned. Opens a dialogue to select the Bureau.

Use the drop down list to pick the Bureau.
Click “Assign” to save the Bureau, or click “Cancel” to ignore the selection.

“EDIT” Button Visible when a Bureau has been assigned. Allows the Bureau assignment to be changed.Opens a dialogue to select the Bureau.

Use the drop down list to pick the Bureau.
Click “Assign” to save the Bureau, or click “Cancel” to ignore the selection.

“UNASSIGN” Button Visible when a Bureau has been assigned. Opens a dialogue to unassign the Bureau.

Click “Accept” to unassign the Bureau, or click “Cancel” to keep the bureau assignment.

** Generate Test Submission **
“GENERATE” Button When Submission Type is not “Live”. Generates a test file, of the submission type, to send to Bacs. Can be seen under the Submissions menu.
  • Last modified: 2026/08/13 11:25